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Sponsor portfolioTH

EXCELA HEALTH

EIN 25-1471089-hospital & health care-Latest filing 2024
Plans
4
Retirement
4
$679.1M assets
Welfare
0
Participants
9,340
532 W. PITTSBURGH STREET - GREENSBURG, PA 15601724-832-4029LinkedIn1-10 employeeshospital & health care
Plans on this EIN
4 filings
#002403b-$364.9M - 5,165 part#003401k-$169.6M - 1,573 part#001TraditionalDB-$120.5M - 1,421 part#004TraditionalDB-$24.2M - 1,181 part

Retirement portfolio analytics

4 plans aggregated / $679.1M assets / 9,340 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • 403(B) RETIREMENT PLAN (#002)54%
  • HEALTH HOLDING COMPANIES (#003)25%
  • OF EXCELA HEALTH (#001)18%
  • EXCELA HEALTH PENSION (#004)4%
Total $679.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#002)5,165
  • HEALTH HOLDING COMPANIES (#003)1,573
  • OF EXCELA HEALTH (#001)1,421
  • EXCELA HEALTH PENSION (#004)1,181
Total 9,340Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

EXCELA HEALTH 403(B) RETIREMENT PLAN

403b

Assets$364.9M
Participants5,165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES

401k

Assets$169.6M
Participants1,573
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

DEFINED BENEFIT PENSION PLAN FOR THE EMPLOYEES OF EXCELA HEALTH

TraditionalDB

Assets$120.5M
Participants1,421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

EXCELA HEALTH PENSION PLAN

TraditionalDB

Assets$24.2M
Participants1,181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002EXCELA HEALTH 403(B) RETIREMENT PLAN403b$364.9M5,1652024
003DEFINED CONTRIBUTION RETIREMENT PLAN FOR THE EMPLOYEES OF EXCELA HEALTH HOLDING COMPANIES401k$169.6M1,5732024
001DEFINED BENEFIT PENSION PLAN FOR THE EMPLOYEES OF EXCELA HEALTHTraditionalDB$120.5M1,4212024
004EXCELA HEALTH PENSION PLANTraditionalDB$24.2M1,1812024
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